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Insights dashboard

The Insights dashboard provides a centralized view of key highlights and top recommendations. It also allows you to navigate to the details of individual insights.

Required permission

  • Your DoiT account must have the Insights Manager permission.

  • You must meet the conditions listed in Permissions.

Access the dashboard

To access the Insights dashboard, sign in to the DoiT console, select Optimize from the top navigation bar, and then select Insights.

The Insights page

On the Insights dashboard, you can:

  • Select Show summary for highlights, or Hide summary to collapse the section.

  • Review missing permissions that impact your insights coverage.

  • Check top priority insights that require immediate attention, have high financial impact, or are identified by the DoiT expert team as low-risk tasks that provide high value.

  • Explore insights by their categories.

Insights coverage

As explained in Insights sources, automated insights are generated using both internal data and external recommendation systems. These insights may require specific plans or additional configurations (see Permissions).

The Insights coverage indicates the extent to which your eligible accounts—those connected to DoiT and meeting the providers' requirements—have enabled the relevant features in the DoiT console.

Insights coverage card

Select See what you are missing for a breakdown.

The number of insights represents the total across all eligible accounts. To achieve full coverage, select Go to PROVIDER settings and set up permissions on every eligible account.

Insights coverage

Tip

To help you speed up the process, selecting Go to AWS settings will prepopulate the eligible AWS accounts in the filter box on the Link Amazon Web Services page.

View all insights

To view the full list of insights of a certain category, select the View link on the category card. (For Security and FinOps insights, you can also select View all on the respective tab in the Top priorities section.)

On the insight list page, you can search for insights using the search bar and filters, or sort insights by priority, potential savings, or risks. Each insight is presented as a summary card, which provides basic information such as the insight category, provider, status, priority and the highlight.

The list of FinOps insights

Insights status

An insight can have one of the following statuses:

  • Actionable: The insight's recommendations can be readily acted upon.

  • Acknowledged: The insight has been evaluated, and the impact acknowledged.

  • In progress: Implementation of the insight's recommendations is ongoing. For example, a Jira issue or a CloudFlow has been created.

  • Permission needed: This status applies to automated insights that need additional configurations or subscriptions based on Permissions. It is automatically assigned by the system and cannot be manually updated.

  • Optimized: Issues identified by the insight have been addressed or no longer exist. Automated FinOps insights may also be automatically assigned this status if they offer estimated savings of less than US$ 1 per day.

  • Dismissed: The insight is considered irrelevant and can be safely ignored.

An insight's status may be automatically applied or manually adjusted. See Change insight status for more information.

Filter insights

You can filter insights using one or several of the following criteria:

  • Status: Filter by insights status.

  • Priority: Filter by the priority as determined by the DoiT expert team: High, Medium, or Low.

  • Category: Filter by insights category.

  • Provider: Filter by data provider of the insights: AWS, Google Cloud, Azure, or Snowflake.

  • Tags: Filter by tags added by the DoiT expert team.

  • Additional options: Filter by specific conditions:

    • Easy win: Easy win insights are optimization recommendations identified by the DoiT expert team as low-risk, low-complexity, and always with zero downtime.

    • With CloudFlow: Insights with which you can build a CloudFlow to automate the implementation.

View details

You can select an insight's summary card to view the insight details and take actions as needed.

For Security and FinOps insights, you can also select View details of an insight entry in the Top priorities section.